Affinity Investment Advisors’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,959
| Closed | -$420K | – | 208 |
|
|
2022
Q3 | $420K | Sell |
1,959
-80
| -4% | -$17.2K | 0.22% | 145 |
|
|
2022
Q2 | $560K | Buy |
+2,039
| New | +$560K | 0.27% | 124 |
|
|
2018
Q3 | – | Sell |
-2,766
| Closed | -$262K | – | 166 |
|
|
2018
Q2 | $262K | Hold |
2,766
| – | – | 0.04% | 172 |
|
|
2018
Q1 | $278K | Buy |
2,766
+716
| +35% | +$72K | 0.03% | 168 |
|
|
2017
Q4 | $233K | Buy |
2,050
+22
| +1% | +$2.5K | 0.03% | 166 |
|
|
2017
Q3 | $244K | Buy |
+2,028
| New | +$244K | 0.03% | 157 |
|